Wealth Management Trainee Paraplanner.
Are you looking for an exciting new challenge and interested in joining an innovative, dynamic, client centric company? If so, then we should talk.
We are a progressive Wealth Management company specialising in Discretionary Portfolio Management with ambitious plans for the future. We are looking for a special talented person to join our tightly knit team.
Are you that person?
Your role will include dealing directly with a range of clients face-to-face as well as by phone and mail. You will be preparing documents for client meetings and and producing client suitability reports together with a variety of other tasks. Your writing and computing skills will be excellent.
We use Apple systems and a knowledge of these would be helpful.
You will have financial services industry knowledge, experience and be studying towards RFQ Level 4 Diploma in Financial Planning. We will support and encourage on-going career development.
Salary is competitive and negotiable depending on experience and ability.
If this opportunity attracts you please apply, outlining why you think you would be suitable for the role.
Please either email: firstname.lastname@example.org or send your CV with a covering letter to the address shown on our website.
Closing date for applications – 31st January 2020
Job Type: Full time